Create users

Roadmap

Types of users

Create one at a time

Create in batch

Types of users

Types

Interviewer

Supervisor

Observer

Headquarters

Admin

API

Types

For field operations

Interviewer

Supervisor

Observer

Headquarters

For technical tasks

Admin

API

For field operations

  • Interviewer. Complete interviews,
  • Supervisor. Reassign work, review interviews.
  • Headquarters. Manages survey:
    • Creates users (i.e., Interviewer, Supervisor)
    • Imports interviews
    • Creates assignments
    • Reviews interviews
    • Exports data
  • Observer. Like Headquarters, but can only observe.

For technical tasks

  • Admin. Like “super” Headquarters.
    • Can do everything Headquarters can.
    • Can do things Headquarters cannot:
      • Create workspaces.
      • Create all users (including Headquarters).
  • API. Like “super” Headquarters, but through API rather than GUI

Users

  • Click on
  • Click on Users

Create users

Two methods

One at a time

In bulk

One at a time

  • Click on ADD USER
  • Provide attributes
  • Save

In bulk

TODO: video of process

  • Click on UPLOAD USERS
  • Select a default workspace
  • Download .tab template and fill it
  • Select a tab-delimited file
  • Click on UPLOAD .TAB FILE